Who owns the ESSENTIAL PLANNERS trademark?

The ESSENTIAL PLANNERS trademark is owned by FINANCIAL ALTERNATIVES, INC..

What class is the ESSENTIAL PLANNERS trademark registered in?

The ESSENTIAL PLANNERS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for ESSENTIAL PLANNERS?

The USPTO serial number for ESSENTIAL PLANNERS is 87626811.

What is the registration number for ESSENTIAL PLANNERS?

ESSENTIAL PLANNERS is registered under USPTO registration number 5474381.

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Updated Sep 19, 2026·28 searches this week

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ESS

USPTO Trademark Record

REGISTERED

ESSENTIAL PLANNERS

SN 87626811·Reg 5474381·Filed Sep 28, 2017

Owner FINANCIAL ALTERNATIVES, INC.

Financial, monetary and banking services; insurance services; real estate services.

ESSENTIAL PLANNERS (Serial No. 87626811), Registration No. 5474381, is a registered US trademark filed on Sep 28, 2017 by FINANCIAL ALTERNATIVES, INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: May 22, 2028

Conflict Analysis

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Mark Intelligence

ESSENTIAL PLANNERS (Reg. #5474381) is a registered US trademark that has been protecting its owner, FINANCIAL ALTERNATIVES, INC., since 2017. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 28, 2017

SERIAL

87626811

REG#

5474381

REGISTERED

May 22, 2018

Filing Information

StatusREGISTERED

Filing DateSep 28, 2017

Serial Number87626811

Registration No.5474381

Registration DateMay 22, 2018

Status DateFeb 02, 2024

Published for OppositionMar 06, 2018

Filing Basis & Declarations

Filed as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 01, 2017

First use in commerce: Jan 01, 2017

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

23 events

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Feb 02, 2024

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Feb 02, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Feb 02, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Aug 23, 2023

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

TEAS SECTION 8 & 15 RECEIVED

Aug 11, 2023

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

May 22, 2023

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

May 22, 2018

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Mar 06, 2018

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 06, 2018

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 14, 2018

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Jan 26, 2018

ASSIGNED TO LIE

EXAMINER'S AMENDMENT ENTERED

Jan 17, 2018

EXAMINER'S AMENDMENT ENTERED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jan 17, 2018

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINERS AMENDMENT E-MAILED

Jan 17, 2018

EXAMINERS AMENDMENT E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 17, 2018

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Jan 17, 2018

EXAMINERS AMENDMENT -WRITTEN

NON-FINAL ACTION WRITTEN

Jan 17, 2018

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jan 17, 2018

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 17, 2018

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jan 05, 2018

ASSIGNED TO EXAMINER

NOTICE OF DESIGN SEARCH CODE E-MAILED

Oct 05, 2017

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 04, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Oct 02, 2017

NEW APPLICATION ENTERED

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